Kristen Farris is a registered investment advisor at Aquilant Advisors, based in St. Louis, MO. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 295 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aquilant Advisors offers ongoing investment management services where they manage your investments based on your financial situation, investment goals, and risk tolerance. The annual fee can be up to 2.25% of your portfolio, billed quarterly in advance. At the advisor's discretion, clients may be offered asset management services on a flat annual fee basis, charged up to 1.5% of the account's value of September 30th of each year, billed quarterly in advance. Fees are negotiable based on factors like client type and account complexity. You'll also pay commissions and fees charged by the custodian for trades.
Location
12444 Powerscourt Dr. Suite 370, St. Louis, MO, 63131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aquilant Advisors
State Registrations1 state
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